topic Re: Filter Multiple Criteria in DAX Commands and Tips

Filter Multiple Criteria

PBInewbie17 — Wed, 19 Oct 2022 19:54:56 GMT

Hi, all. I have the following table with multiple projects.

I need a new column called Fiscal Year that is calculated based on the following criteria:

Must be the MAX Sequence for the project
Must be an an Action_Name of either “Returned app” or “Completed app”

If the two criteria above apply and the Action_Date is 10/01/2020 – 09/30/2021, then Fiscal Year = “FY21”
If the first two criteria apply and the Action_Date is 10/01/2021 – 09/30/2022, then Fiscal Year = “FY22”
If the first two criteria apply and the Action_Date is 10/01/2022 – 09/30/2023, then Fiscal Year = “FY23”
If nothing applies, then BLANK

Re: Filter Multiple Criteria

Greg_Deckler — Wed, 19 Oct 2022 20:21:53 GMT

PBInewbie17 Try:

FY Column = VAR __Seq = [Sequence] VAR __Project = [Project] VAR __Action = [Action_Name] VAR __Table = FILTER('Table',[Project] = __Project) VAR __MaxSeq = MAXX(__Table,[Sequence]) RETURN IF( __Seq = __MaxSeq && ( __Action = "Returned app" || __Action = "Completed app" ), SWITCH(TRUE(), [Action_Date] >= DATE(2020,10,1) && [Action_Date] <= DATE(2021,9,30),"FY21", [Action_Date] >= DATE(2021,10,1) && [Action_Date] <= DATE(2022,9,30),"FY21", [Action_Date] >= DATE(2022,10,1) && [Action_Date] <= DATE(2023,9,30),"FY21", BLANK() ), BLANK() )

Re: Filter Multiple Criteria

PBInewbie17 — Wed, 19 Oct 2022 23:07:36 GMT

Thank you, Greg. One other caveat: I have another column called Days_between_Actions that is used to calculate the total number of days to complete a project (e.g., Project A took 24 days to complete [13 + 11 = 24]). The formula below is excluding certain days from the calculation. For example, it's showing Project A as 11 days instead of the correct 24. How can I adjust the formula to ensure the Days_between_Actions column isn't affected?

FY Column =
VAR __Seq = [Sequence]
VAR __Project = [Project]
VAR __Action = [Action_Name]
VAR __Table =
    FILTER ( 'Table', [Project] = __Project )
VAR __MaxSeq =
    MAXX ( __Table, [Sequence] )
RETURN
    IF (
        __Seq = __MaxSeq
            && ( __Action = "Returned app"
            || __Action = "Completed app" ),
        SWITCH (
            TRUE (),
            [Action_Date] >= DATE ( 2020, 10, 1 )
                && [Action_Date] <= DATE ( 2021, 9, 30 ), "FY21",
            [Action_Date] >= DATE ( 2021, 10, 1 )
                && [Action_Date] <= DATE ( 2022, 9, 30 ), "FY22",
            [Action_Date] >= DATE ( 2022, 10, 1 )
                && [Action_Date] <= DATE ( 2023, 9, 30 ), "FY23",
            BLANK ()
        ),
        BLANK ()
    )